SimplyBiz

SimplyBiz founder launches restricted national 'Project Refresher'

IFAonline | 23 May 2012 | 10:07

SimplyBiz founder Ken Davy has launched a national advisory business aimed at the restricted advice market.

Business handshake
platform-dfm

SimplyBiz launches DFM though Verbatim

Support provider SimplyBiz has launched a discretionary fund management service through its asset management arm Verbatim.

IFAonline | 21 May 2012 | 11:11
fsa-logo

Rockingham founder 'owes' company £100k

Stephen Hunt, founder of retirement specialist Rockingham Independent, owes the company almost £100,000, according to a report by liquidator Probitas.

IFAonline | 03 Apr 2012 | 14:30

Other SimplyBiz articles

davy

Davy: RDR implementation has been ‘fundamentally flawed’

Industry veteran Ken Davy has criticised the FSA for refusing to restructure the Retail Distribution Review (RDR) following the effects of the banking crisis.

IFAonline | 03 Apr 2012 | 10:30
joe o connor

Adviser tackling Everest to fund retreat for injured veterans

A Cheshire-based financial adviser is attempting to raise £4.5m to build a ‘sanctuary’ for armed services veterans and is set to climb Mount Everest to drive fundraising efforts.

IFAonline | 20 Mar 2012 | 14:23
keys-in-hand

Making a clean break

Thinking of selling your business? Antoinette Duffin, head of capital reward plus & practice buyout at SimplyBiz, explains the benefits of using a third party practice buyout specialist.

Professional Adviser | 15 Mar 2012 | 08:00
Lee Travis

Advisers seek alternative RDR route as 100 sign up to new assessment

SimplyBiz’s New Model Business Academy (NMBA) has received more than 100 applications for its alternative assessment qualification since its launch in December.

IFAonline | 12 Mar 2012 | 13:30
stronger-client-relationships-through-communication

So who, if anyone, owns the client?

Towry's High Court defeat has thrust employed advisers' contracts - and any caveats written into the small print - firmly into the spotlight.

IFAonline | 23 Feb 2012 | 11:25
fisher-andrew

What the Towry case could mean for adviser contracts

Towry’s High Court defeat has sparked fresh calls for industry consensus on restrictive covenants. Alasdair Pal takes a look at what future adviser contracts might look like...

Professional Adviser | 23 Feb 2012 | 08:00
jim-roberts

Skandia veteran Jim Roberts joins Ashcourt Rowan board

Ashcourt Rowan has appointed Jim Roberts, founder of Skandia Investment Management, to the board as a non-executive director.

IFAonline | 10 Jan 2012 | 12:20
handshake

Simplybiz launches practice buyout scheme

Simplybiz has launched a business transition proposition for IFAs looking to retire or offload a segment of their client bank.

IFAonline | 10 Nov 2011 | 07:45
matt-timmins

Warning over provider-driven asset allocation tools

Advisers are being warned they may come under scrutiny for using asset allocation tools linked to a single provider ahead of regulatory reviews next year.

IFAonline | 26 Oct 2011 | 13:20
28-29-lead

When an inspector calls: How to get the most out of your compliance visit

Jason Kirk, senior compliance field manager at SimplyBiz, explains how to get the most value out of your compliance visits...

Professional Adviser | 06 Oct 2011 | 08:00

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